06/26/2023
Citywealth brand awards winners presented
The awards aim to highlight the best brands and their communication strategies, and to recognise the marketing and press function within the financial services sector.
Wealth and Asset Management
06/26/2023
Credit Suisse vows to fight on
The claim centred around $400 million in losses suffered by two unit-linked life insurance policies, of which Mr Ivanishvili and his family are the ultimate beneficiaries.
06/16/2023
The Bahamas: A preeminent jurisdiction for your wealth management and structuring plans
The Bahamas is a sovereign archipelagic nation of 700 islands and cays located off the coast of Florida, US.
06/15/2023
Acquisition of South Dakota Trust Company Establishes JTC as the Leading Independent Provider of Admistration Services to the US Personal Trust Sector
Not only does it bring us greater scale in the US, it also provides significant opportunities to offer our wider private client services to their high net worth and ultra-high net worth family clients.
06/14/2023
Bedell Cristin lawyers contribute to Private Trust Companies Handbook Second Edition
Private trust companies continue to play an important role in the wealth structures of many ultra-wealthy families
06/13/2023
Highvern Recognised in Drawdown Awards for 4th Consecutive Year
HIGHVERN has previously collected awards for ‘Fund Administration’ as well as ‘Technology & Innovation’
06/13/2023
Estate planning & wealth structuring for modern families
What generally motivates a family to do an estate plan for the first time or to update an existing plan is a desire to combine peace of mind with a thoughtful and durable plan for the future.
06/12/2023
Ocorian wins Fund Administration award
The judging panel ensures that the awards are held to the highest standard, remain respected and strive for them to act as a catalyst to drive up service standards and operations in the industry.
06/12/2023
Praxis pair make NextGen Leaders List
Newly rebranded from the well-known Top 35 Under 35, the Channel Island NextGen Leaders adopts new criteria that focuses on industry experience rather than age
06/09/2023
Lawrence J. Chastang, Jr. on Insights for Cross-Border Wealth Management
The funds within the annuity are then invested in a variety of underlying investment options including stocks, bonds, and alternatives.
06/09/2023
Triple Success for JTC Private Client Services Team in NextGen Leaders' List
The reputation of the individual’s company, their career trajectory, experience and involvement in promoting good organisational culture are all criteria considered by ePrivateClient when compiling the list.
06/01/2023
Wealth consolidator forks out £8m on double acquisition
Jersey-based firm Team has broadened its global reach through acquiring Globaleye Wealth Management and Thornton Associates.
05/24/2023
ZEDRA Announces Close of Strategic Minority Investment from BCI
This investment, which was announced in March 2022, has been approved by all relevant authorities.
05/24/2023
Carey Olsen advises Carey Commercial on its sale to Suntera Global
Following its acquisition of Carey, Suntera's Guernsey service offering will be bolstered with addition of 80 new staff members and clients in more than 50 countries.
05/17/2023
Praxis looks to expand yacht services offering with planned acquisition of Sarnia Yachts
With a pedigree of over 50 years, Sarnia Yachts is one of the longest-standing players in the superyacht support sector
05/17/2023
Praxis reports strong organic growth in 2022 year-end results
The Group took decisive steps on its strategy to grow revenue and achieve underlying EBITDA of £20m+ by 2025.
05/16/2023
Suntera Global bolsters Guernsey presence with acquisition of Carey
Suntera Global makes a further Guernsey acquisition to broaden its service offering and augment its international fund administration capability.
05/16/2023
Jersey Private Funds & the Middle East
A JPF is a regulatory fund structure created for a small number of sophisticated investors, ideal for family offices and club investors when investing in alternative asset classes.
05/10/2023
Evelyn Partners International joins with Flagstone International
The new cash deposit platform will allow clients to effortlessly transfer money between accounts so they can react quickly to new interest rates
05/03/2023
IQ-EQ wins two awards at 2022 WealthBriefing Channel Islands Awards
The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.